2453791- Sales Order Status still "In Process"

Symptom

Sales order is in status In Process but you expect it to be in status Completed.

Reproducing the Issue

Go to the Sales Orders work center.

Select the Sales Orders view.

Open sales order ABC (ABC represents the sales order number).

Navigate to the Items tab.

Select line item XX (XX represents the line item number).

Line item XX is linked to project XYZ (XYZ represents the number of the project).

The Invoice Status for the line item is in status Finished and all invoicing has been completed for this sales order.

Therefore you would expect the sales order ABC to be in status Completed but the status is In Process

Cause

The automatic finish invoicing on a Sales Order item works only for Fixed Price Items. Incase of Time and Material the Sales Order will be in In Process status

In case of Service - time and material (project) item type, this is not the case reason being - Service - time and material (project) items type are based on actuals. It is not a fixed amount expected. The actuals could be equal or more than the planned amount in the Sales Order. Because of this reason, Service - time and material (project) items type are not completed automatically. Once all the actuals are there, you can do the finish invoicing manually.

A sales order can be only in status Completed if both statuses are set to Finished. The Invoice Status is set to finished when all invoicing for the sales order has been completed. The Delivery Status in project based Invoicing can be set to finish when the project is completed.

Resolution

In order to complete the sales order ABC you need to change the delivery status of the sales order to finished by changing status of the project to Complete or to Complete and Close.

Go to the Project Management work center.

Select the Projects view.

Open project XYZ via the Edit -> Project Plan button.

Select the Basic Data sub tab.

In the Project Status field select the Complete or Complete and Close option.